-50.6%
VOYG vs VT
+26.0%
-76.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | +2.6% | +13.7% | +8.3% |
| 7D | +13.5% | +0.4% | +13.1% | +12.8% |
| 30D | +2.3% | -2.6% | +4.9% | +11.9% |
| 3M | -33.3% | -3.2% | -30.1% | -25.2% |
| 6M | -6.2% | +0.9% | -7.1% | -4.9% |
| YTD | +6.7% | +11.3% | -4.6% | -18.1% |
| 1Y | +19.0% | +14.0% | +5.0% | -14.1% |
| All | -50.6% | +26.0% | -76.6% | -70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling